Delivery

A Delivery refers to the dispatch of goods to the customer after a sale. This process enables tracking of deliveries, assignment of agents, time slots, and zones for each order, ensuring timely and efficient logistics.

To access the Delivery, go to: > Home > Application > Delivery> Operations > Delivery

How can I get Benefit ?

• Centralized Delivery View: Instantly view all deliveries pending till date in one place.
• Quick Assignment: Easily assign delivery agents, zones, and time slots with just a few clicks.
• Real-Time Updates: As soon as a sale is marked for home delivery, it becomes available for scheduling.
• Improved Coordination: Plan deliveries better by grouping orders by zone or time slot.
• Customer Satisfaction: : Ensure timely delivery by assigning agents with defined slots and areas.

Properties

Primary Properties

Property	Description
As on Date	Auto filled with current date
Sale Invoice No.	Enter the sale Invoice number
Delivery Agent	Select the delivery agent from dropdown
Delivery Date	You can Select the delivery date
Time Slot	Select the Time slot from the drop down
Zone	Select the Zone from the dropdown

Status of Delivery

• Not Assigned : This status indicates, Agent and delivery details not yet assigned.
• Assigned : This status indicates, Agent and delivery details have been assigned.
• Picked : This indicates that Agent has picked the order for delivery.
• Delivered : This indicates that Agent has delivered the Order to the Customer.

View Existing Deliveries

• Navigate to Delivery screen.
• Click the Show button.
• The list of deliveries up to the current date will be displayed.

Add Home Delivery from Sale Invoices

• Navigate to the Delivery List.
• Click on Select Sale Invoice(s) link.

• A modal will open showing all sale invoices of the selected date.
• You can filter by date or search by invoice number.
• Click on Delivery icon to add and click OK.
• These invoices will now be added to the List of Deliveries for assignment.

Assign Delivery Details

• Navigate to the Delivery List.
• Click the Edit icon beside an entry in the list.

• Select the delivery agent, Zone, Time Slot and delivery date.
• Click OK to save.

Edit Delivery Details

• Navigate to the Delivery List.
• Click the Edit icon beside an entry in the list.

• Update agent, slot, zone, or date.
• Click OK to confirm.

info

Only deliveries in Not Assigned status can be edited.

See Also

• Sale